+48.2%
OVV vs WCC
+457.1%
-409.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.8% |
| 7D | -16.7% | -14.7% | -2.0% | -9.8% |
| 30D | -1.5% | -20.1% | +18.6% | +9.3% |
| 3M | +1.6% | -21.2% | +22.7% | +12.2% |
| 6M | +2.0% | -19.2% | +21.2% | +8.2% |
| YTD | +56.8% | +20.2% | +36.6% | +27.4% |
| 1Y | +64.8% | +14.5% | +50.4% | +36.9% |
| 3Y | +38.3% | +115.1% | -76.9% | -31.4% |
| 5Y | +84.9% | +121.5% | -36.6% | -20.7% |
| All | +48.2% | +457.1% | -409.0% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling